Journey Checklist Tasks and Individual Compensation Plan Allocations

You can send people checklist tasks as part of their journeys when they get new individual compensation allocations. For example, an individual subscribes to a voluntary deduction.

The corresponding journey includes checklist tasks that require an HR specialist to manually generate a membership ID, enable portal access, and issue a welcome kit.

Assign Checklists

You can assign checklist tasks only when people add new individual compensation allocations using actions, such as these:

• Individual Compensation
• Manage Personal Contribution
• Administer Individual Compensation

You can also assign tasks with Recruiting and Global Human Resource actions that add individual compensation allocations. The checklist assigns the tasks after the new individual compensation allocation passes final approval and the element entries get created. The checklist listens to the new element entries for the individual compensation allocation using events. For the events to work, make sure that the profile option HRC_DISABLE_HCM_EVENTS_PROCESSING is N.

Create the Checklist Template

You create a checklist template following the standard procedure and using these individual compensation settings:

• On the General tab, select a category.
• On the Tasks tab, configure the tasks.

• On the Actions and Events tab, configure the event that causes the journey to assign the checklist. For new individual compensation allocations, the creation of the entry for the specified element causes the checklist to assign the task.

  1. Add an event. Then in the Name field, select Individual Compensation.
  2. Edit the condition and create a group. The attribute defaults to Element Type and the condition defaults to the Equals operator and Constant operand type.
  3. In the Operand Value field, click search. Use the Search and Select dialog box to select the appropriate payroll element for the individual compensation option.

  You can use only the OR group connector when you define group conditions for individual compensation. The conditions don't support the AND connector.

Control When the Checklist Triggers

To control when the checklist triggers, you use the allocation criteria.

• The default Checklist manually allocated or record created or approved option triggers when the individual compensation allocation gets approved and element entries get created. The trigger ignores the payment start date.
• The When the action record becomes effective option triggers the checklist on the payment start date.